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of the company say, all right, let's take a hard look before we switch out. >> it's not even apple or samsung. in terms of global market share, the top five, i mean, r.i.m.'s not up there, but zte is up there, along with samsung and apple. it's not just samsung and apple versus r.i.m. at all. it's r.i.m. versus everybody else. >> 79 million subscribers. >> market share for these guys, 5%. two years ago, 20%. i mean, a lot has gone on while they have been trying to get this thing ready. the question is, how much has android and ios taken out of the room. we will see. the presentation at 10:00. jon fortt has tried out the software and is relatively impressed. they'll not show their super bowl ad, so they say. we'll find out. jim, you are the ray lewis of our team today. you're playing hurt. you got the big brace on your arm, but this time it's your voice. you're amazing. >> san francisco, watch out. >> well, talk about missions, let's talk about amazon. set to open at new all-time highs. the online retailer is better than expected profit margins, that is the key story here. as we said earlier a
that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand, dividend that apple is paying. at the same time you can make that case for a lot of other tech stocks out there. they pay a dividend and yet the stocks don't move much anymore. and i'm thinking of like a microsoft, for instance. >> well, i was just reiterating what henry was saying. >> right. >> i feel that, again, there's a lot of things that are subtly wrong with apple. the new itune iteration is just hated. i don't know a soul who likes it. it's very clear that there are real issues involving the ipad mini and whether it's as exciting as it used to be. there is no omg factor. it's just -- frankly, as my daughter said
on your apple hat, all right? they would rather do business with samsung's chip, even though samsung is their biggest competitor, than switch to intel. >> what are we missing? there's uniform negativity here. we'll look back on it at end of this year and say, wait a second, we should have thought of that. >> don't throw that. >> that pc was bad, and they had every right to go out the window. all right, i've calmed down. >> there's no hope? >> anytime you have that budget, you can do it. i like stacy very much. it's a great manufacturer. there's hope. >> okay. >> there's hope. same level of hope. silver lining theory i call it. >> okay. when we come back, a wall street analyst known for being a longtime bear on netflix. and from textbook reynolds to the linked-in for college students, we'll talk to former yahoo! ceo. [ "i'm only human" plays ] humans. even when we cross our t's and dot our i's, we still run into problems. namely, other humans. at liberty mutual insurance, we understand. that's why our auto policies come with accident forgiveness if you qualify, where your rates won't
to buy an apple tablet but people in this world that will buy the cool pad 8060 for $100. >> that samsung phone and like the wider screen. the wider screen. >> the important thing is listen to the discussion we are having, about another company. >> i know we want to get to netflix as well. three of six quarters i believe they have missed since he has taken over, two of the last three. jobs was 11 straight and 19 of 20 quarters where they overdelivered. now, put that in some perspective for us in terms of conservative guidance. when does pressure build on him? >> now. already. no? >> we are a long way from that. a long way. >> do you think -- let me ask you, do you think four months ago, the company was a better company than it is now? >> no i think it's the same company. >> same company, right? so then why do you want to pay so much? >> other companies are not the same company. >> samsung is not the same company. google is not the same company. >> interestingly, to put today into some perspective, the last gap down for apple was july 22, 2008. so mornings light this don't happen lot. also
in to kick ap putt at the moment. an article saying is samsung the new call. the advertising campaign was five or six years old saying, android is outselling apple, which we've known for an awfully long time. as ceo, as head of the pr, marketing director, how do you stop that sort of comment dead in its tracks? is it about offering bigger dividends or something more profound? >> well, you know, one of the things i like tim cook has been saying is, we're not about maximizing market share, which maybe sounds like a crazy idea, we're about maximizing customer experience. and we want customers to love our products. that's what got them in the winner's circle in the first place. that's the only thing that enables any mobile phone company, any technology company to keep on going at this tremendous pace. >> sidney -- >> i think you have to -- >> i'm sorry. i didn't mean to interrupt you. i just want to bring in jeffrey. we had a problem with the camera at yale. and now he's now joining us on the phone. jeffrey, what is your view? what should tim cook do here to reinvigorate apple? >> well, y
there is also a subsidy for the samsung galaxy. when you've only got two devices to choose from, not enough competition for these carriers to say, no, we're not going to pay that much. that certainly would seem to be something here that investors are going to continue to pay attention to. the margins are the key here. we'll see. high multiple stock, 15 times, does have a nice dividend as you point out. investors may be looking closely at the margin number for their guidance for the year, despite what are some positive comments. >> we love the stuff. how does it change. how does the metric change. if we look at the fios numbers, they start making money on the dvr, no, now it's just wireless. >> you don't want to forget about the other important parts of the business. there's a wire line business, and that's where they took the sandy charge in terms of the wire line. the positive effects from the union deal that will start to be felt this year. but wireless is the key for this company. it's what moves the stock. it is the most important component by far. this is a giant player that has had ex
ago. you look at the third-quarter share loss. 14.6% down from 23% a year ago. you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to paris. it goes a lot faster than amtrak, just so you know. >> does it lose money every year? >> no apple iphones to be found. but you saw a lot of galaxiegal >> you know, i've got to tell you, apple, wow, what a powerful hurt it's being put on a lot of people. this was one of those stories that everybody owns, and now everybody's saying, what the heck. >> right. >> got to break some news here with mary thompson. i think she's back at headquarters, news on aig. >> as we all know, the company's board is meeting today. and evidently
screen samsung. watch movies. >> you want to make phone calls. >> like the old days. >> the point does appear to be, i think credit suisse, somebody said, daunting challenge. fair? >> yes. >> the rest of the world has not stood still. >> the only reason, when the i phone came out, i switched the next day. i went over to verizon, said do you have it? it's not that, right? it's not a -- boom. omg. no omg. >> evolutionary. >> by the way, tomorrow is the big january jobs number. of course, that means another chance for you to nail the number. tweet us your predictions for january non-farm payrolls or handles at squawk street, #nail the number. the prize this month will make feel nice and cozy in time for valentine's day. it is a blanket, autographed by the "squawk on the street" gang. you will have one minute before the friday release to tweet your predictions. best of luck. none of us have used the blanket. >> pristine. pristine. which may be a draw, may not be a draw. i don't know. >> hold it. >> make a sweet valentine's day gift, i'm sure, for someone. >> also the end of the month, cram
. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with the momentum downward? do you throw out the names like broadcom and qualcomm, which is both on android and apple? if apple is losing handsets to samsung, broadcom would pick that up. >> everything's so tainted. qualcomm, 4g, 5g, doesn't matter, you're going to need their chips. arm holdings downgraded today. the apple complex, which was so great when momentum was terrific, is, of course, in reverse momentum. i think people don't know what to do. there's a lot of people who came in to apple between 500 and 700, because i think many things seem like they're going great. and they don't know what to do, other than criticize people who wonder whether it's as great
. samsung reported good numbers. but this is a play on everybody else but apple. they do great touch work. good yield. t.j. saying this is the bottom in a cycle. i'm not going to doubt t.j. i think he's a pretty good guy. >> game stop? >> oh, my. you've got hardware down 2.7%. pre-own, which is always a terrific -- down 15%. digital, not analog. hardware not selling. i remember when you had to wait in line for the big games. i used to have to wait in line for my kids. now on game stop, it's off the gaming rules. >> nice second half of the year. >> a lot of people felt there was a lot of new product coming out, you'll find new devices. this gaming industry has become challenged. xbox doing well. >> good names to watch. when we come back, an exclusive with morgan stanley's u.s. equity strategist, adam parker is one of the last year's bears, becoming more bullish in 2013. after a strong 2012, what is eli lilly's prescription for profits this year. opening bell coming up in just about three minutes. ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ o
. will microsoft go the way of the dying pc. >>> starbucks shares get a jolt this morning on earns. >>> samsung posted record profits but show signs that maybe the smartphone slowdown is not an apple problem. apple slightly higher after closing down 12% yesterday. >>> futures moving higher as the dow looks at a march toward record territory. posted gains for the tenth time in the last 11 sessions. also, the s&p 500 surpassing the 1,500 mark for the first time since december 2007, but closed below that level with a slight gain on the session. certainly it seems like it's all positive. the dow transports confirming this move higher. it was pointed out in a note a couple of days ago that that's the buy signal here on the dow. yesterday's market action, jim, was that concerning that it couldn't hold 1,500? >> i'm not going to be concerned about where they nailed it at the close. the earnings per share have just been stellar. not just the bottom one. the outline's been great. procter & gamble this morning, and i was on the starbucks call. they're firing on every single cylinder, delivering on all pr
've seen samsung is coming up a little bit but everybody still has an iphone. some sort of iphone. >> i think there's a lot of competition but i think apple probably still has an edge. >> a lot of the other phones are just, i don't know, more hype than anything. >> verizon buys data. that's about all i hear. >> do you think apple is losing its cool? >> yeah. i feel that way especially with the new iphone 5. >> why? >> because the new software is not as good as the old one. >> apple is extremely expensive especially with their data plan so if people are offering pretty much the same service for less people will go for that. >> my fiance has the glaxy and loves that as well so we kind of compete back and forth with each other. >> who's winning? >> he thinks he is. >> a couple of my friends are having samsung galaxy and starting to not like apple and have the samsung galaxy but again, me personally, the iphone sounds good. >> you want to say i have an iphone. >> yeah. >> you don't want to say i have a galaxy. >> here we go. yeah. >> all right. so still some cache. here is the telling thing
to happen. it has to happen in order to be able to grow. i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in everything. amen, qualcomm. >> still in the smartphone space, r.i.m. having what is like almost an echo of past headlines. that is more trouble with service in the middle east. i think asia -- no, middle east -- >> africa. >> -- africa, yeah. >> and indonesia. that's where they're headquartered, isn't it? >> big population there. >> another downgrade today. it's really -- the new iteration is apparently not taking the world by storm, right? you switched. everybody switched. >> i switched. >> you switched, right? growing work horses here, this is the bmo. the sto
component orders, other empirical metrics about the popularity versus samsung have changed dramatically. what's true? >> i think there's a combination, you know, of both, carl. i think what you saw was probably back in september, the stock got way ahead of itself. today i think the pessimism is, you know, too great. i think probably the stock is a fair value, around 600, 600 to $700 range. keep in mind, this is a technology company. as we move along the technology cycle, competition is going to come in. google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think apple should be trading right now? it's not the valuation it was trading at when it was $700, according t
think will move the needle for investors, blackberry 10, apple iphone 6 or the launch of a samsung galaxy s 4? >> i think if you think about apple changing their iphone cadence potentially from one product a year to two products a year, which is something we might be seeing, that could be the biggest move for investors. if apple speeds up their product portfolio to counter companies like samsung that will put a rocket engine under apple there. >> yes, it will get people to buy these products, gene, but my concern as an invest certificate argument to be made is that after, what six months or so, then that's when you start getting savings in terms of sol automatic from any new products you start shortening these cycles you can won't get that scale that they have had with past products. gene? >> a fair concern. if you look at the street estimates for margin, 42% for 2013, 45% for the last cycle. in some ways, guidance about gross mar joins anticipate what you talked about. >> apple doesn't quickly obsolete its older products. the slightly older products become what occupies the lower
Search Results 0 to 14 of about 15